AUG 14·SEC EDGARLow
CAGNONI PABLO J sold $1.3M of INCY
CAGNONI PABLO J (President, Global Head of R&D) sold 10,803 shares of INCYTE CORP (INCY) at $120.04 ($1.30M total) on 2026-08-12 under a Rule 10b5-1 trading plan.
StockNASDAQ · US · USDHealthcare · Biotechnology
$INCY
INCYTE CORP
Price · $INCYvia TradingView
AI sentiment · 7d5 articles
- Bullish
- 3
- Neutral
- 2
- Bearish
- 0
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $10.9M 18 txs
Mayes Patrick A13× · $6.0M
10b5-1 share of filings100%
Top stories · $INCYMore →
AUG 14·yahoo.com
Incyte Corporation (INCY) has the Bigger Revenue Base, but Could Halozyme Therapeutics, Inc. (HALO) have the Better Economics?
Halozyme Therapeutics (HALO) and Incyte (INCY) announced a global collaboration using Incyte’s INCA033989 subcutaneous formulation with Halozyme’s ENHANZE delivery. Halozyme will receive upfront, milestones and royalties, while Incyte can add two targets. The article also compares Q2 2026 results and guidance for both companies.
AUG 14·yahoo.com
Incyte Sales Growth Drives Share Price Gains
Incyte reported fiscal Q2 2026 revenue of $1.67 billion, up 38% year over year, driven by Jakafi ($817 million) and Opzelura ($450 million). Net sales rose 40% to $1.49 billion. The company raised annual net sales guidance to a high end of $5.26 billion, and the article notes INCY shares are up 23% YTD.
INCY sentiment & insider activity
Over the past 7 days, alphai's AI scored 5 news stories mentioning INCY (INCYTE CORP). Coverage has skewed bullish: 3 bullish, 2 neutral, and 0 bearish.
Recent INCY coverage spans insider activity, earnings and mergers & acquisitions.
In the last 30 days, INCY insiders filed 18 SEC Form 4 transactions — no purchases and 18 sales ($10.9M). The most active reporter was Mayes Patrick A, EVP & Chief Scientific Officer, with 13 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
What's driving INCY
Routine 10b5-1 insider sale provides limited incremental signal; it may slightly affect near-term sentiment but is not a fundamental catalyst.
Deal expands Incyte’s delivery and commercialization optionality for INCA033989, potentially improving adoption and lifecycle economics.
Raised annual net sales guidance tied to Jakafi and Opzelura strength supports bullish near-term sentiment and estimates.
The update is a sell-side target change without new company fundamentals in the text, likely modestly supportive for sentiment but not a standalone catalyst.
The company attempts to contain regulatory/quality concerns tied to the same Indiana facility used for its marketed product.
alphai scores every news story that mentions INCY with an AI model for sentiment and relevance, and aggregates insider trades from INCYTE CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $INCY
Score
CAGNONI PABLO J sold $1.3M of INCY
CAGNONI PABLO J (President, Global Head of R&D) sold 10,803 shares of INCYTE CORP (INCY) at $120.04 ($1.30M total) on 2026-08-12 under a Rule 10b5-1 trading plan.
2 min read
Incyte Corporation (INCY) has the Bigger Revenue Base, but Could Halozyme Therapeutics, Inc. (HALO) have the Better Economics?
Halozyme Therapeutics (HALO) and Incyte (INCY) announced a global collaboration using Incyte’s INCA033989 subcutaneous formulation with Halozyme’s ENHANZE delivery. Halozyme will receive upfront, milestones and royalties, while Incyte can add two targets. The article also compares Q2 2026 results and guidance for both companies.
6 min read
Incyte Sales Growth Drives Share Price Gains
Incyte reported fiscal Q2 2026 revenue of $1.67 billion, up 38% year over year, driven by Jakafi ($817 million) and Opzelura ($450 million). Net sales rose 40% to $1.49 billion. The company raised annual net sales guidance to a high end of $5.26 billion, and the article notes INCY shares are up 23% YTD.
3 min readBernstein Adjusts Price Target on Incyte to $104 From $99, Keeps Market Perform Rating
Bernstein raised its price target on Incyte to $104 from $99 and kept a Market Perform rating, according to the note. The article also cites an Aug. 7 SEC filing showing an Incyte insider sold shares worth $273,646.
1 min read
Scholar Rock Drops Troubled Catalent Facility From FDA Refiling For SMA Drug Apitegromab
Scholar Rock removed Novo Nordisk’s ex-Catalent Indiana manufacturing site from its FDA submission for apitegromab after an FDA inspection classified the plant as “Official Action Indicated.” Scholar Rock will rely on an alternative U.S. fill-finish facility; the PDUFA action date remains Sept. 30, 2026. The Catalent site also affected Incyte’s Zynyz FDA bid.
6 min read
Incyte Raises 2026 Outlook as Sales Surge on CMS Benefit
Incyte raised 2026 net sales guidance after Q2 revenue rose 38% to $1.67B and net sales increased 40% to $1.49B, with a $246M noncash CMS-related accrual benefit tied to Opzelura. Full-year net sales forecast is $5.13B-$5.26B. Opzelura sales were $450M and 2026 guidance is $1.05B-$1.1B.
5 min readCAGNONI PABLO J sold $1.3M of INCY
CAGNONI PABLO J (President, Global Head of R&D) sold 10,640 shares of INCYTE CORP (INCY) at $122.69 ($1.31M total) on 2026-08-05 under a Rule 10b5-1 trading plan.
2 min readMayes Patrick A sold $5.7M of INCY
Mayes Patrick A (EVP & Chief Scientific Officer) sold 47,954 shares of INCYTE CORP (INCY) at an average of $119.58 ($119.38–$122.19, $5.73M total) across 12 trades over 2026-07-31 to 2026-08-03 under a Rule 10b5-1 trading plan.
2 min readCAGNONI PABLO J sold $1.9M of INCY
CAGNONI PABLO J (President, Global Head of R&D) sold 15,888 shares of INCYTE CORP (INCY) at $119.70 ($1.90M total) on 2026-07-31 under a Rule 10b5-1 trading plan.
2 min read
Two biotech names on Josh Brown's Best Stocks list are making meaningful highs this summer
The article highlights biotech stocks Incyte (INCY) and Biogen (BIIB) on Josh Brown’s “Best Stocks” list, saying both are near summer highs. It cites INCY Q2 revenue of $1.67B and adjusted EPS $3.09, plus raised net sales guidance to $5.13B-$5.26B. For BIIB, it cites Q2 revenue $2.74B and adjusted EPS $3.60, plus FDA approval and Apellis acquisition.
7 min read